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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,203 | $183,592-90.6% | $155,574-88.9% | $145,877-88.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.94% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $538 | $5,317-89.9% | $4,676-88.5% | $4,663-88.5% |
| Participant deferral / active EE | $4,476 | $6,466-30.8% | $5,629-20.5% | $6,691-33.1% |
| Admin fee / account holder | $724 | $19,316-96.3% | $15,914-95.5% | $13,402-94.6% |